Gregory Brown

Gregory Brown is passionate about helping individuals and families pursue their financial goals while planning for the people, organizations, and causes that matter most to them. As a Chartered Retirement Planning Counselor™ (CRPC™) designee, Gregory takes a thoughtful, personalized approach to helping clients navigate their financial lives and plan for the legacy they hope to leave for future generations or philanthropic causes.
Gregory works as part of a team that focuses on goals-based wealth management. By taking the time to understand each client's priorities, concerns, and long-term objectives, Gregory and the team help develop personalized strategies designed to bring the different aspects of a client's financial life together. Their approach includes investment and retirement planning, wealth management strategies, and planning for longer-term legacy goals.
Born and raised in Naples, Florida, Gregory has a strong connection to the community he serves. He earned his Bachelor of Science in Business Management from Florida Gulf Coast University, where he was named to the President's List.
Outside of serving clients and his community, Gregory enjoys spending time with his wife, Karissa, and their two children, Lincoln and Ella. As a family, they enjoy an active lifestyle that includes hiking, boating, fishing, tennis and golf. Gregory especially enjoys supporting Lincoln and Ella at their sporting events.